Frank N. Magid Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Frank N. Magid Associates, Inc · EIN 420894975 · Plan #001
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 75
- With balances
- 132
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Candelo Capital Management Lp CRD 307389 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $31,198 |
| Carlson Capital Management Llc | Investment advisory (plan) | $29,032 |
| Baker Tilly Us Llp | Accounting | $3,400 |
| Empower Annuity Insurance Company | Other fees | $1,097 |